AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$1.68M
3 +$1.54M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.3M

Top Sells

1 +$1.97M
2 +$988K
3 +$838K
4
SPGI icon
S&P Global
SPGI
+$578K
5
NKE icon
Nike
NKE
+$573K

Sector Composition

1 Technology 15.24%
2 Healthcare 13.39%
3 Financials 11.16%
4 Industrials 8.2%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$11.4K ﹤0.01%
78
-377
727
$11.4K ﹤0.01%
357
728
$11.3K ﹤0.01%
200
729
$11K ﹤0.01%
+7,500
730
$11K ﹤0.01%
50
731
$11K ﹤0.01%
350
732
$10.9K ﹤0.01%
317
733
$10.8K ﹤0.01%
258
734
$10.8K ﹤0.01%
1,000
735
$10.8K ﹤0.01%
140
736
$10.7K ﹤0.01%
4,000
737
$10.7K ﹤0.01%
350
738
$10.5K ﹤0.01%
150
739
$10.5K ﹤0.01%
300
740
$10.5K ﹤0.01%
500
741
$10.5K ﹤0.01%
2,920
+1,000
742
$10.4K ﹤0.01%
+62
743
$10.4K ﹤0.01%
1,000
-348
744
$10.4K ﹤0.01%
40
745
$10.3K ﹤0.01%
1,000
746
$10.3K ﹤0.01%
+50
747
$10.2K ﹤0.01%
1,000
748
$10.2K ﹤0.01%
250
749
$10.2K ﹤0.01%
207
+107
750
$10K ﹤0.01%
37